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Empower S&P 500 Index Institutional (MXKWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.10+0.05 (+0.55%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.82%
5-year average return14.77%
Number of years up6
Number of years down2
Best 1-yr total return (2 Jul 2024)31.18%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return31.18%
Worst 3-yr total return7.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMXKWXCategory
YTD15.15%5.31%
1-month3.58%-4.19%
3-month4.18%3.90%
1-year24.29%20.31%
3-year9.82%6.48%
5-year14.87%11.78%
10-year12.61%10.96%
Last bull market26.02%25.56%
Last bear market-16.16%-15.11%

Annual total return (%) history

Year
MXKWXCategory
2024
N/AN/A
2023
26.00%22.32%
2022
-18.25%-16.96%
2021
28.66%26.07%
2020
18.27%15.83%
2019
31.18%28.78%
2018
-4.50%-6.27%
2017
21.61%20.44%
2016
11.66%10.37%
2015
N/A-1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.53%4.18%N/AN/A
20237.49%8.60%-3.25%11.56%
2022-4.63%-16.16%-4.91%7.52%
20216.15%8.54%0.56%11.05%
2020-19.65%20.53%8.90%12.14%
201913.56%4.22%1.73%8.95%
2018-0.81%3.47%7.58%-13.50%
20176.02%3.08%4.38%6.61%
20161.28%2.43%3.75%3.74%
2015-6.60%6.97%N/AN/A

Rank in category (by total return)

YTD31
1-month23
3-month26
1-year36
3-year25
5-year24

Load adjusted returns

1-year24.29%
3-year9.82%
5-year14.87%
10-year12.61%